Orion
Quickbase
Transfer contacts, companies, deals, and more from Orion to Quickbase. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Quickbase migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
WealthTech platform for financial advisors
Orion Advisor Solutions is a comprehensive wealth technology platform that unifies portfolio management, financial planning, CRM, trading, and compliance tools for financial advisors. Following the acquisition of Redtail Technology, Orion offers the industry's most-adopted CRM deeply integrated with its full suite of advisor tools.
Industry's most-adopted CRM for financial advisors (via Redtail)
AI operations platform with low-code capabilities
Quickbase is a low-code platform that enables businesses to build custom applications, automate workflows, and manage data without extensive coding. It offers project management, resource allocation, workflow automation, and CRM capabilities for industries like construction, manufacturing, and government.
Low-code/no-code platform for custom application development
"AI operations platform with low-code capabilities"
Quickbase is a low-code platform that enables businesses to build custom applications, automate workflows, and manage data without extensive coding. It offers project management, resource allocation, workflow automation, and CRM capabilities for industries like construction, manufacturing, and government.
Ideal for: Organizations needing custom workflow applications and database solutions without traditional software development.
Low-code/no-code platform for custom application development
AI-powered operations and automation capabilities
Drag-and-drop interface with customizable dashboards
Integration with CRM, ERP, and other business systems
Learn more at
quickbase.com
See exactly which data objects transfer from Orion to Quickbase
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Quickbase.
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